Senior Officer, General Insurance Brokerage
OnePlatform Wealth Management Limited
- Company Industries:Financial Services
Job Information
- Post Date:2022-06-10
- Location:Wan Chai
- Employment Type:Degree
- Job Function:Banking / Finance Financial Services Others Insurance Others
- Benefits:Dental insurance, Education allowance, Life insurance, Medical insurance, Overtime pay, Performance bonus, Five-day work week
Job Description
Responsibilities:
(All applications will be treated in strict confidence and used for recruitment purpose within AGBA Management Company Ltd only. All applicants are kept on file 6 months from the date of the application.)
- Build good working relationships with consultancy force and business partners;
- Gather information from clients to look at their insurance needs and assess their risks;
- Research policies from insurance companies to compare features, level of cover and premium
- Liaise between service providers on policy premium and product coverage;
- Review and verify application documents are in compliance with the requirements;
- Provide professional advice to clients to ensure the service excellence and client retentions;
- Handle and follow up insurance policy issuing, underwriting, claims service and related documents for clients;
- Prepare reports for insurance underwriters and surveyors in complex cases;
- Work with consultancy force on the products selection and promotion;
- Perform ad hoc assignments and projects if necessary.
- University graduate with work experience in general insurance business development
- Minimum 4 years working experience in insurance business development and clients servicing;
- Energetic, self-disciplined with strong sense of responsibility, well-organized with detail-minded and can work independently;
- Matriculated or above, qualifications in IIQE preferred;
- Good communication skills with good command of both written and spoken in Cantonese, Mandarin and English;
- Proficient in computer software for day-to-day operations.
(All applications will be treated in strict confidence and used for recruitment purpose within AGBA Management Company Ltd only. All applicants are kept on file 6 months from the date of the application.)
Company Info
OnePlatform Wealth Management Limited(Former GET Mdream Wealth Management Ltd) is a licensed insurance broker company with Hong Kong Insurance Authority Licence No. FB1452 and a registered MPF Intermediary of Mandatory Provident Fund Schemes Authority
with the MPF Registration No. IC000579. We provide comprehensive financial planning and wealth management services to institutional and individual customers.
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